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How do I refresh updated categories within Brex?

Brex Admins and Bookkeepers can refresh your updated GL accounts within Brex by performing the following actions:

Step 1: Click on the Integrations tab on the left-hand menu bar of the Brex dashboard

Step 2: Click on Manage under your active integration

Step 3: Click on Categories to expand the section, and then on the Refresh button located at the top of the mapping tile (doing so will import any updates you've made in your ERP or accounting software)


Step 4: Remap the Brex Categories to the new GL accounts (remember to remap all categories that you use to prevent exporting errors)

Important note: Depending on the size of your chart of account, this process may take a few moments. You’re able to navigate away from the page if you like while the refresh takes place. Otherwise you’ll see a green checkmark appear once it has completed.

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